JIP

Jaffetilchin Investment Partners Portfolio holdings

AUM $1.53B
1-Year Est. Return 19.27%
This Quarter Est. Return
1 Year Est. Return
+19.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.32B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,360
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$7.04M
3
+$2.6M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.6M
5
DSEP icon
FT Vest US Equity Deep Buffer ETF September
DSEP
+$2.25M

Top Sells

1
+$1.73M
2
+$1.62M
3
+$1.45M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.43M
5
FXL icon
First Trust Technology AlphaDEX Fund
FXL
+$1.36M

Sector Composition

1 Technology 15.64%
2 Consumer Discretionary 5.43%
3 Financials 3.86%
4 Communication Services 3.56%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.22M 0.09%
7,152
-3,638
127
$1.2M 0.09%
22,559
+1,123
128
$1.19M 0.09%
22,355
+385
129
$1.17M 0.09%
2,815
+5
130
$1.15M 0.09%
5,829
+759
131
$1.14M 0.09%
26,349
+499
132
$1.14M 0.09%
11,871
+147
133
$1.14M 0.09%
4,069
+308
134
$1.13M 0.09%
4,128
+289
135
$1.12M 0.08%
45,529
-25,968
136
$1.11M 0.08%
18,866
+187
137
$1.11M 0.08%
21,478
+125
138
$1.05M 0.08%
11,696
-142
139
$1.05M 0.08%
18,331
-704
140
$1.04M 0.08%
6,742
-169
141
$1.04M 0.08%
2,766
+184
142
$1.04M 0.08%
20,462
+30
143
$1.02M 0.08%
1,069
-13
144
$1M 0.08%
+20,047
145
$993K 0.08%
7,749
+316
146
$988K 0.07%
10,817
-58
147
$982K 0.07%
3,406
+421
148
$982K 0.07%
18,018
-4,799
149
$978K 0.07%
58,819
-1,819
150
$975K 0.07%
13,398
-154
4 5
6
7 8